Personal Lines Account Manager

Horan Securities, Inc.; Memphis (TN); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading company in the insurance sector is seeking an Account Manager II to oversee account management for a group of clients. This role focuses on ensuring client satisfaction, retention, and providing excellent service. The ideal candidate will have strong customer service skills, experience in property and casualty insurance, and the ability to work collaboratively with a team. This position offers growth potential and the chance to make a significant impact in the community.

Benefits

Medical/Dental/Vision Insurance

401k Matching Program

Generous PTO Package

Comprehensive Wellness Program

Qualifications

• 4+ years of personal property and casualty client service experience required.
• P & C license required; CIC, CISR, or another certificate preferred.

Responsibilities

• Manage an assigned group of accounts ensuring client satisfaction.
• Collaborate with Account Executives for policy review and delivery.
• Identify client insurance needs and recommend appropriate coverage.

Skills

Customer Service

Problem Solving

Communication

Math Skills

Education

High School Diploma

College Degree

Tools

Microsoft Office

EPIC

Job description

ABOUT HUB INTERNATIONAL:

HUB International Limited (“HUB”) is the 5th largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ offices throughout North America, HUB has grown substantially, in part due to our industry leading success in Mergers and Acquisitions.

WHAT WE OFFER YOU:

At HUB we believe in investing in the future of our employees. Our entrepreneurial culture fosters an environment of open feedback and improvement that empowers our people to make the best decisions for our customers and organization. We offer:

• Competitive salaries and benefits offerings
  • Medical/dental/vision insurance and voluntary insurance options
  • Health Savings Account funding
  • 401k matching program
  • Company paid Life and Short-Term Disability Plans
  • Supplemental Life and Long-Term Disability Options
  • Comprehensive Wellness Program
  • Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off
• Great work/life balance because that’s important for all of us!
• Focus on creating a meaningful environment through employee engagement events
• The ability to be a part of a motivated, winning team with the opportunity to learn from colleagues who are amongst the top talent in the industry!
• Growth potential - HUB is constantly growing and so can your career!
• A rewarding career that helps local businesses in the community
• Strong community support and involvement through HUB Gives

SUMMARY:

The Account Manager II is accountable for delivering excellent and efficient service through day-to-day account management of an assigned group of accounts. The Account Manager II has a direct impact on agency success by achieving client retention goals, effectively and consistently ensuring client satisfaction, and fostering a culture of accountability, integrity, trust, respect and teamwork while focusing on continuous improvement. The position will serve as a mentor to AM I, provides direction to AMAs and support Account Executives and Producers. The AM II uses discretion and judgement in determining coverage needs for clients and in carrier and client negotiations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Establishes and builds customer and carrier relationships through responding to client coverage inquiries, reviewing contracts and agreements for insurance coverage compliance and addressing coverage issues
• Collaborates with Account Executives and Producers in policy review and delivery, and ways to improve client service, and providing renewal information in accordance with renewal timelines
• Remarket renewals with carriers to include gathering information and reviewing applications and submissions for accuracy and completeness
• Provides support in identifying client insurance needs, gaps in coverage and loss exposure, recommends appropriate insurance coverage, binds coverage and manages timely production and delivery of renewal policies
• Fosters an environment of innovation, engages in proactive problem solving with AE and Producers and clients
• Contacts assigned Account Management clients regarding outstanding receivables

REQUIREMENTS

• High School Diploma required, college degree preferred
• 4+ years of experience personal property and casualty client service experience required
• P & C license required; CIC, CISR, or another certificate preferred
• Demonstrate proficiency in computer applications such as Microsoft Office and EPIC or other Account Management Systems
• Thorough understanding of special coverages and service needs of assigned clients in niche or designated book of business
• Strong basic math skills
• Superior customer service and problem-solving skills with the ability to work in a team environment
• Excellent written and verbal English communications skills required

Department Account Management & ServiceRequired Experience: 2-5 years of relevant experienceRequired Travel: Up to 25%Required Education: High school or equivalent

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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